Rebecca Wratten

Manage Director diaries, schedules and appointments, coordinating competing priorities. Act as key point of contact between clients, Directors, financial advisers and Paraplanners, and coordinate client meetings and follow-up actions.

Managed employee schedules, attendance and day-to-day office administration while providing direct support to senior management. Managed and resolved client complaints, including those referred to the Financial Ombudsman Service.

Managed and delegated workloads across the ongoing claims team, ensuring work was prioritised and completed within required timescales. Provided day-to-day guidance and support to claims handlers dealing with mis-selling claims.

Led and managed a team of 8 claims handlers, providing direction, support and motivation. Responsible for training and developing new team members, ensuring understanding of processes, systems and compliance requirements.

Assessed and processed mis-selling claims, ensuring valid claims were submitted accurately and within required timescales. Communicated daily with clients and financial institutions to obtain, verify and provide relevant information.

Managed holiday bookings by telephone, email and online booking systems and maintained accurate availability information. Built strong relationships with regular guests, suppliers and local businesses.

Completed an Advanced Diploma in Health & Social Care at Wiltshire College from 2006 to 2007.

Completed a Mathematics GCSE at Wiltshire College from 2006 to 2007.

Completed AS Levels in English Literature and Media Studies at Matravers 6th Form College from 2005 to 2006.

Completed GCSEs at Matravers Secondary School from 2000 to 2005.